We are financial planners (Certified Financial Planner ® certificants) that enjoy the process of financial planning. Many "advisors" have CFP ® in their title, but few agree to operate as Fiduciaries. We do, because we believe that acting in the best interest of clients at all times is key to being a financial planner. Doctorwealth.com LLC is pleased to be one of the most prominent practices offering private wealth management and group retirement plans for Doctors (Physicians) and Dentists in a fee-only financial planning capacity.
Serving Clients in :
Central North Carolina
Raleigh, Durham, Chapel Hill, Cary, Apex, Morrisville, Burlington, Greensboro, Winston-Salem, Fayetteville, Pinehurst, Asheboro, High Point.
Eastern North Carolina
Goldsboro, Greenville, Wilmington, New Bern, Rocky Mount, Wilson, Hertford.
Western North Carolina
Hickory, Charlotte, Asheville, Boone.
We make house calls. We visit clients at their home or office.
We do not provide investment advice from this website. The website is intended to provide general information about our services. The website provides copies of articles we have published and retained copyright. Advice is only provided when:
1. We provide a disclosure statement to the client.
2. Execution of Engagement Agreement, Investment Advisory Agreement, and Asset Management Agreement is done.
3. Payment of a planning or investment advisory fee is received.
DWC will conduct business in states where it is registered. DWC will provide a copy of our fee schedule upon written request. We make no representation for the accuracy of information provided on sites linked to our website.
DWC uses Schwab Institutional for custody and brokerage services. DWC receives no remuneration from Schwab Institutional indirectly for services provided to clients. All fees (custody, trading, any other) charged by Schwab Institutional on the client’s account are direct, and in no way involve DWC. DWC will not have custody and will not have discretion of client assets.
DWC may recommend Mutual Funds from Dimensional Fund Advisors (DFA). DWC receives no remuneration whatsoever from DFA. DWC is in no way affiliated with DFA. Doctorwealth.com LLC is owned by Triangle Wealth Management LLC.
